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BONUS: Read the meeting agenda how-to-guide.

Meeting Agenda Template

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Meetings are an essential part of enabling effective team efficiency. The meeting agenda template will ensure that everyone shows up to the meeting knowing what will be discussed and what decision-making needs to happen. Use Xtensio’s meeting agenda template to define more impactful team meetings.

  • Create a visually-rich meeting agenda to showcase agenda items and meeting minutes.
  • Enable effective communication and promote organization across your company.
  • Standardize your meetings with consistent, branded meeting agendas.
  • Increase productivity before, during and after the formal meeting with defined action items.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

Used 3456 times     Share  

User Persona

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

BONUS: Read the meeting agenda how-to-guide.

Meetings are an essential part of enabling effective team efficiency. The meeting agenda template will ensure that everyone shows up to the meeting knowing what will be discussed and what decision-making needs to happen. Use Xtensio’s meeting agenda template to define more impactful team meetings.

  • Create a visually-rich meeting agenda to showcase agenda items and meeting minutes.
  • Enable effective communication and promote organization across your company.
  • Standardize your meetings with consistent, branded meeting agendas.
  • Increase productivity before, during and after the formal meeting with defined action items.

How to create a meeting agenda with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional meeting agenda template details. Add charts, graphs, images, and videos to customize the report template and make it your own. Drag & drop. Resize. Customize the agenda format however you need. It’s the easiest editor ever.

2

Customize everything in the team meeting agenda template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your board meeting agendas and more.

3

Work on your meeting agenda items together on the cloud.

Add colleagues (or clients) to collaborate on the team meeting agenda template. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The meeting agenda template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom meeting agenda templates. Or copy and merge into other documents.

What is a team meeting agenda?

A meeting agenda is an outline of agenda items and activities that participants are hoping to accomplish during the meeting. Clearly defining a meeting agenda enables effective communication, promotes organization, and increases productivity. There are many different types of meeting structures.

  • Staff meetings.
  • Daily stand-up meetings.
  • Committee or board meetings.
  • Project status meetings.
  • Sales calls.

Meeting agendas serve many purposes:

  • They give attendees notice of what will be discussed before the buisness meeting.
  • Agendas set clear expectations for what needs to occur before, during and after a meeting.
  • They keep participants focused on the meeting topic.
  • Agendas act as time-management tools.

What should a meeting agenda include?

Agenda topics are dependent on the purpose of your meeting. Regardless of whether it’s a brainstorming session or a quarterly check in, agendas will generally include the following:

  • Old Business and information items, including any updates you want to share with attendees.
  • New discussion items include anything you want your team to provide feedback on.
  • Action items will outline tasks that your team should complete during or after the meeting.

Don’t forget to include additional helpful details about the meeting date and location, attendees and presenters how much time the meeting will take.

How do I write an agenda for a meeting?

Prior to the meeting, we encourage you to carefully consider what the goals of the meeting should be. What should the discussion revolve around? Which actions are of the highest priority? Answering these questions will help you more quickly arrange your agenda for maximum productivity.

While there are many meeting agenda templates for Microsoft Word and Google Docs, Xtensio’s template is much more flexible in terms of communicating and collaborating with your team. Status updates are communicated instantly across all editors and anyone with the live link to the meeting agenda so you can make sure that everyone is on the same page.

Regardless of where you decide to create your agenda, here are some tips for planning an effective agenda for your next business meeting:

  • Make the meeting objectives clear.
  • List each action item as a question or task.
  • Clarify expectations and responsibilities by sharing the agenda prior to the meeting.
  • Define a time estimate for each topic or agenda item.
  • Get team feedback before, during and after the meeting.

The meeting agenda is part of these toolboxes:

Check out related templates, examples and resources.

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Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables to share with clients and get feedback quickly. And we can create repeatable templates again and again.

Anna Yunker

Anna Yunker

Content Strategist, Aztek Digital Agency

Xtensio is graphical, visually impactful, intuitive, and fully customizable – with no need for a learning curve.

Charles Dimov

Charles Dimov

VP Marketing, Strategy D

In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.

David Nason

David Nason

CEO/Founder, HireBrain

Xtensio makes my life much easier! As a consultant, it helps me simplify complex concepts to my clients. And it’s visually impressive.

Grace Ghunaim

Grace Ghunaim

Founder & Chief Strategist, Evolvex

Xtensio is a huge timesaver for me! Now, I can focus on the important things; what to communicate in them, not how to make them attractive.

Jenny Johansson

Jenny Johansson

UX Manager, Visma

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas and develop strategies.

Robin Eyre

Robin Eyre

Owner, Trailblazer360

Xtensio simplified the disjointed process we were using in a Word doc and made communicating our research and reports with clients much smoother.

Tracey Dunlap

Tracey Dunlap

Chief Experience Officer, Zenmonics

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey

Zac Heisey

Director of Digital Marketing, Tribe Interactive

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create a free meeting agenda?

Yes. You can try out Xtensio’s simple editor and any template, including the meeting agenda template without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

Do you have any sample agenda templates I can use?

Yes! We have a couple of meeting agenda examples and templates above that you can use as a starting point to help structure your next meeting. Click on one of the sample meeting agendas to get started editing your next board meeting agenda. Make sure you read the instructional template copy to understand what information needs to be added to each section of the template.

What should I use a meeting agenda for?

The meeting agenda example templates make meetings go more smoothly. Clearly defining a meeting plan enables effective communication, promotes organization and increases productivity. You can repurpose the agenda template before, during and after your meetings.

Can I add colleagues to edit my meeting agenda?

Yes! You can invite as many people as you’d like to collaborate on your agendas and other business documents, ensuring your every team member is aligned. As a platform, Xtensio helps improve the way your team works.  Here’s more on real-time collaboration.

How do I share my team meeting agenda?

When you’re ready to share your committee meeting agenda, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting your fact sheet as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.

Do you have other tools for operations?

We do! There are a number of different templates, examples and resources to help streamline your company’s efforts. Check out our Operations toolbox and our Project Management toolbox to find more tools and resources.

Xtensio is your team space for beautiful living documentsCreate, manage and share business collateral, easily.

Try any template for free. No account or credit card required.